How to remove contact from workflow automations

VF
VF Member Posts: 2
First Comment
in Workflow Automation #1

I set up a mini drip using workflow automation. It is triggered by updating a custom field to a specific value, then the automation sends 3 emails with delays in between.

How can I remove a contact from that workflow?

Answers

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    #2

    Hi @VF

    In this case, do you need to remove a specific Contact from the whole automation, or just stop it before the next delay step? Is it a known Contact person (Jane Doe) or fitting some other conditions?

    If you know the conditions for this, you can set up the system to check after the initial trigger. But I suggest you check directly with our support team via in-app chat or email support@pipedrive.com sharing exact examples from your account and what you wish to achieve.

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